Week 18

Weekly Review

Apr 27, 2026 — May 3, 2026

2Active Themes
0Reviewed This Week
0Flags & Mismatches

Themes Not Reviewed This Week

2
These themes are active but have no confidence score recorded this week. Open each theme and log a weekly review.
Rates Higher for Longer→ StableLog Review →China Rebalancing↓ DeterioratingLog Review →

Theme Conviction & Confidence

2
Rates Higher for Longer
STRUCTURAL→ Stable
Conviction4/5
Not reviewed this week
China Rebalancing
CYCLICAL↓ Deteriorating
Conviction3/5
Not reviewed this week

New Research This Week

4
PODCASTEM Allocation PodcastMacro VoicesNOTETerm Premium and DurationpersonalDATAChina Credit AggregatesPBOCARTICLEFed Dot Plot Analysis Q1 2025Fed Research

Trades This Week

3
FXISHORTChina RebalancingOpenSPYLONGRates Higher for LongerPlannedTLTSHORTRates Higher for LongerOpen